Academy
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Company Preferences & Settings
Getting Started
Platform Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Material Pricing
Pipeline CRM
Creating Lead Forms
Project Organization
Tracking Change Orders
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Presentations
Custom Input
Payments
Getting started using Bolster Payments
Project Fulfilment
Payment Terms
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Presentation Settings
Company Settings Management
Integrations
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Academy
Company Preferences & Settings
Getting Started
Platform Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Material Pricing
Pipeline CRM
Creating Lead Forms
Project Organization
Tracking Change Orders
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Presentations
Custom Input
Payments
Getting started using Bolster Payments
Project Fulfilment
Payment Terms
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Presentation Settings
Company Settings Management
Integrations
Company Preferences & Settings
Provides users with essential tools to manage their account preferences and configurations.
Company Profit Percentage
How to Change Percent Profit in Company Settings
Adding Company Logo & Background
Adding a Background Image & Company Logo
Presentation Settings
Understanding Presentation Settings and the Preview Tab
Company Settings Management
Managing Company Settings in Bolster
